Agenda Final Website

Table of Contents
Welcome...............................................................................................................................................................................2
Event Map.............................................................................................................................................................................3
Agenda...................................................................................................................................................................................4
Session Descriptions......................................................................................................................................................10
Speaker Bios.....................................................................................................................................................................23
Copright Column5 Consulting

This document is considered the exclusive property of Column5. It may not be duplicated, redistributed, or used in whole or in part,
without the prior written consent of Column5.
WELCOME
David Den Boer
CEO
Column5 Consulting
Dear EPM Leadership Summit Attendee,

Welcome to the 2015 EPM Leadership Summit! The Column5 team is very excited to be bringing back
our event series to fill a need where SAP EPM customers can get vital information, build relationships, and
become inspired to take their EPM process to the next level.
We appreciate that you have made the investment in time and resources to support your pursuit of value
with Enterprise Performance Management. Together, my hope is we can push each other to achieve new
heights of success, and the first step is coming together to share ideas at a focused event.
The Column5 team has done a significant amount of logistics planning, content preparation, and resource
investment to make this event a huge success; however, the most important requirement for our mutual
ability to drive value from this event is your participation. This event is very much focused on customers,
and it is my objective to ensure the EPM Leadership Summit exceeds your expectations in every way.
Please feel free to share your ideas, challenge speakers, and ask questions in the sessions so before we
conclude, every question is answered. It is our intent to provide an environment conducive to learning. If,
at any time, any aspect of the event does not meet your expectations/preferences, immediately notify any
member of the Column5 team so we can address it.
I look forward to hearing your feedback about the event as we spend the next few days together. Please
share your thoughts with me so we can understand what we are doing well and can do more of, and
where we can improve!
On behalf of the entire Column5 team, enjoy the conference we are glad you are here!
Best Regards,
David

EVENT MAP
EPM
LEADERSHIP
SUMMIT
REGISTRATION
HYDE EVENT
ELEVATOR BANK,
HOTEL ROOMS

AGENDA
Executive Track
Functional Track
Technical Track
Customer Success Story
Tuesday, February 24, 2015

PRE-SUMMIT: Mastering EPM Workshops
7:00am - 5:00pm
Registration
8:00am - 9:00am
Breakfast
Renoir
EPM v10 Reporting
Van Gogh 1
Morning Break
EPM v10 Reporting (continued)
Van Gogh 1
Lunch
Renoir
Van Gogh 1
Afternoon Break
Van Gogh 1
9:00am - 10:30am
10:30am - 11:00am
11:00am - 12:00pm
BPC Logic
Degas 1
BPC Logic (continued)
Degas 1
12:00pm - 1:00pm
1:00pm - 2:30pm
2:30pm - 3:00pm
3:00pm - 5:00pm

Degas 1
Degas 1
Performance Tuning
Van Gogh 2
Performance Tuning
(continued) Van Gogh 2
Performance Tuning
(continued) Van Gogh 2
Performance Tuning
(continued)Van Gogh 2

AGENDA
Executive Track
Functional Track
Technical Track
Wednesday, February 25, 2015

SUMMIT OPENS!
7:00am - 3:00pm
Registration
8:00am - 9:00am
Breakfast
Renoir
9:00am - 9:45am
Opening Ceremonies
Keynote Address: David Den Boer, CEO Column5 Consulting
Renoir
Report Writing in BPC 10
EPM10 Reports 10:00am - 10:50am
Integrated Reporting
as a Foundation for
Understanding Axes
Optimizing Usability &
Degas 1
Performance
Effective EPM
Van Gogh 1
Van Gogh 2
11:00am - 11:50am
The Co-operators: A
Column5s Methodology and
Upgrading 7.5 to 10/10.1
NW to NW, Migrating MS
BPC Journey
Approach to Organizational
Van Gogh 1
Change Management
to NW
Degas 1
Van Gogh 2
11:50am - 1:00pm
Lunch
Renoir
Consolidation Business Rules Upgrade 7.5 to 10/10.1 MS
1:00pm - 1:50pm
20 Years of the Virtual
Close? Why Does Speed
Degas 1
to MS
Van Gogh 2
of Reporting Matter and
Who Cares
Van Gogh 1
Performance Tuning HANA
2:00pm - 2:50pm
Big Data / Predictive
Tricks in BPC 10 Microsoft
Analytics
Understanding Properties and
10.0/10.1
Van Gogh 1
Hierarchies
Van Gogh 2
Degas 1
3:00pm - 3:50pm
Making the Best of EPM
Tips & Tricks in BPC 10
Reducing Cost of
Van Gogh 1
Microsoft Leveraging the
Ownership
Web Client in Business
Van Gogh 2
Process Flows
Degas 1
4:00pm - 4:50pm
Latest Features of BPC
Architecture, Integration and
Cloud for Planning
Van Gogh 1
Data Flow between ECC and
Technical Architecture
BPC
Van Gogh 2
Degas 1
5:30pm - 7:30pm
EPM Leadership Summit Networking Reception - Hyde
AGENDA
Join us for the NETWORKING
EPM Leadership Summit

Wednesday, February 25
5:30pm - 7:30pm
RECEPTION!
On Wednesday evening, connect with Column5 and

other Summit attendees at the Bellagio Hyde from
5:30 to 7:30 PM for networking, cocktails, and
hors doeuvres. The Hyde offers a beautiful view of
the Bellagio Fountains, unforgettable style, and a
unique environment.
You can look forward to:
Live music from acclaimed Latin guitarist Rich
Barry
Specialty cocktails inspired by Column5
A gorgeous view of the Bellagio Fountains at
sunset
A wide variety of hors doeuvres and desserts
And a chance to mingle with EPM Leadership
Summit attendees, Column5 experts, and SAP

employees!

AGENDA
Executive Track
Functional Track
Technical Track
Thursday, February 26, 2015

8:00am - 9:00am
9:00am - 9:50am
Case Studies of
Excellence in the Close
Process
Van Gogh 1
10:00am - 10:50am
Strategic Considerations
of BPC v10.1
Van Gogh 1
How CKE Restaurants
is Using BPC Microsoft
v10 for Planning,
Forecasting,& Financial
and Sales Reporting
Van Gogh 1
11:00am - 11:50am
11:50am - 1:00pm
1:00pm - 1:50pm
EPM Cloud Options

Van Gogh 1
2:00pm - 2:50pm
EPM Value - The Right

Audience
Van Gogh 1
3:00pm - 3:50pm
EPM, Mobility & BI

Integration Strategy
Van Gogh 1
4:00pm - 4:50pm
How to Achieve Above

Average EPM Results
Van Gogh 1
Breakfast
Renoir
Report Writing in BPC 10
Formatting
Degas 1
Bottom Up and Top Down

Degas 1
Design and Impact
Considerations for Migrating
From 10.0 to 10.1
Degas 1
How Fluidmaster is Using

BPC Microsoft for Global
Planning, Forecasting, and
Reporting
Van Gogh 2
Cloud Deployment Options
for BPC
Van Gogh 2
Recommended Information
Sources
Van Gogh 2
Lunch
Renoir
BPC Production
Tips & Tricks in BPC 10
Roundtable Q&A MS
NetWeaver Leveraging
Van Gogh 2
the Web Client in Business
Process Flows
Degas 1
Enterprise-Wide Reporting &
How ServiceNow is Using
Analysis with the Combination
BPC10 NetWeaver and
of SAP Business Planning
HANA for Planning and
and Consolidation and SAPs
Reporting
Business Intelligence Solutions
Van Gogh 2
Degas 1
Common Project Challenges
Disaster Recovery
and Design Pitfalls
Configuration Tips for BPC
Degas 1
MS & NW
Van Gogh 2
Plan and Forecast Better with
Configuring a High
SAP Predictive Analytics
Availability/High Scalability
Degas 1
Environment MS & NW
Van Gogh 2

Executive Track
Functional Track
Technical Track
AGENDA
Friday, February 27, 2015

8:00am - 9:00am
Breakfast
Renoir
9:00am - 9:50am
Darwin EPM Introduction

Degas 1
Build a Business Case for

EPM
Van Gogh 1
10:00am - 10:50am
Selecting a Service
Provider to Fit Your Culture
Van Gogh 1
11:00am - 11:50pm
EPM Process
Improvement Roundtable
Van Gogh 1
Barnes Group Implementation and

Expansion of BPC
Degas 1
DarCE
Degas 1
12:00pm - 1:00pm
Rapid Implementation
Methodology
Van Gogh 2
Integrating BPC with
Business Intelligence
Van Gogh 2
Technical Administrator
Training Recommendations
Van Gogh 2
Lunch
Renoir
SUMMIT CLOSES
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v7.x Reporting
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AGENDA
SESSION DESCRIPTIONS
PRE-SUMMIT: Mastering EPM Workshops
Title: Performance Tuning - BPC NW
Description: Starting with strategies to troubleshoot report/input schedule
performance in a NetWeaver environment, this session will demonstrate a
methodical approach to demystifying how performance can be improved.
Server and client logging options will be utilized to discover what is
causing underlying performance problems, so factual explanations for
performance challenges can be identified. Attendees will leave this course
with understanding of the different areas of the client server application that
can affect performance of reports including: query creation, send/retrieve
performance and formatting and what server/client changes can be made to
positively affect performance.
Presenter(s): Charles Dagaev
Date/Time: Tuesday, February 24, 9:00am - 5:00pm
Room: Van Gogh 2
Title: EPM v10 Reporting
Description: Topics include: considerations for input forms, including context options, selection and hidden
areas, and password protection. We will also be working with basic, intermediate and advanced EPM functions
in the EPM Add-In.
Presenter(s): Jennifer Harlan
Room: Van Gogh 1
Title: BPC Logic
Description: Performance for BPC solutions often hinges on an ability to run vital business rules efficiently.
Similarly, cost of ownership can skyrocket when internal teams cannot manage these critical calculations
without calling in an external consulting team. Given the role logic plays as a linchpin in the success of EPM
projects, you might think training on this all important topic would be easy to come by. Not so. This is the only
place you can find training focused on logic by the team that knows it best.
Presenter(s): Mike Sullivan
Room: Degas 1

AGENDA
EXECUTIVE Track
Title: Integrated Reporting as a Foundation for Effective EPM
Description: We will explore how organisations are integrating the reporting of actual results across the time
and functional dimensions of the business to create a solid foundation for effective performance management.
Moving beyond traditional financial data and into key driver reporting and embracing customer and product
key performance indicators, as well as profitability measures, integrated reporting takes organisations into new
and more agile levels of reporting, analysis, and predictive capability. How do organisations move to this level
of excellence in performance reporting and how do they exploit latest generation ERP and EPM solutions to
provide a robust platform to support such fast and effective integrated reporting?
Presenter(s): David Jones
Date/Time: Wednesday, February 25, 10:00am - 10:50am
Room: Van Gogh 1
Title: 20 Years of the Virtual Close...Why Does Speed of Reporting Matter and Who Cares?
Description: For the last 10 years we have been conducting unique research on the speed of external
reporting and audit sign off for the worlds largest companies. We look at the key trends in this research and
the impact of events such as the introduction of Sarbanes-Oxley and the global financial crisis. Nearly 20 years
since the champions of virtual close, such as IBM, Cisco, and Alcoa set out their stall for a world of highly
automated and real time actual results reporting, we look at whether the principle of virtual close has taken
hold, and if not, why organisations are holding back. As we identify those who have consistently reached the
upper quartile of the speed of close metric, we also look at the common characteristics of those organisations
from a systems, process and organisational standpoint. What are the 10 most common characteristics of those
organisations and how can we use these as learning points for process improvement in our own organisations.
What are the common benefits that such organisations declare in focusing on a fast close? Do those benefits
really justify the investment necessary?
Date/Time: Wednesday, February 25, 1:00pm - 1:50pm
Room: Van Gogh 1
Title: Big Data / Predictive Analytics
Description: Big Data is one of those buzzwords you can see on billboards, in the airport, on TV, and all
over the internet. You see it everywhere, but what is it? What relevance does it have for EPM? Discuss several
use cases for Big Data appliances in the EPM world. Another buzzed about solution is Predictive Analytics.
Learn whether predictive solutions can increase value in your enterprise.
Presenter(s): David Den Boer, Ty Jessup
Room: Van Gogh 1

10
AGENDA
EXECUTIVE Track
Title: Making the Best of EPM
Description: What are the real opportunities in developing and delivering EPM for an organization? What are
the benefits to be gained and the challenges that driving an EPM strategy brings? This presentation examines
the strategic importance of EPM and how organizations can develop a realistic and value-based approach to
this area. Included is an unraveling of the technology hype surrounding Business Intelligence, to examine the
real drivers of performance management.
Room: Van Gogh 1
Title: Latest Features of BPC
Description: In this session, we will review the latest features available in BPC. This session will provide an
overview of the new features available in both platforms of BPC as well as deeper dives into features. In this
session we will provide an overview of the new features of BPC 10.1 and take an in-depth look at the new
unified/embedded planning capabilities.
Presenter(s): Rick Bryant, Ty Jessup, Pras Chatterjee (SAP)
Room: Van Gogh 1
Title: Case Studies of Excellence in the Close Process
Description: Learn how selected organisations tackled key pressure points in the close such as inter-company
reconciliations, data sourcing and integration, ledger close management, ledger balance reconciliations,
automation of equity eliminations and process management. We also review the business case made for
change across these case studies and what the actual outcome was in terms of success and value delivered.
In particular, we focus on our unique methods and how they have been used by some of these organisations to
drive significant improvement in close processes and systems. We also look at the full toolset available now in
the SAP EPM financial close toolkit and highlight how these tools are making a difference to the efficiency and
effectiveness of the close process. Finally, we consider what the next steps on the close process improvement
roadmap will be for those organisations who are already good, but want to further improve.
Date/Time: Thursday, February 26, 9:00am - 9:50am
Room: Van Gogh 1
Title: Strategic Considerations of BPC v10.1
Description: BPC v10.1 includes new features that can increase the value received by organizations adopting
the latest versions. When considering an upgrade, learn why you should consider changing your processes to
leverage new features for both planning and consolidation solutions.
Presenter(s): Rick Bryant
Room: Van Gogh 1
11
AGENDA
EXECUTIVE Track
Title: EPM Cloud Options
Description: Cloud may be featured prominently in your IT strategy. If thats the case, then EPM may be an
important solution to deploy in the cloud. There are many considerations; this will review the benefits of BPC in
the cloud, and SAPs new Cloud for Planning solution. Identify options and receive guidance on how to build a
business case to champion cloud deployment.
Presenter(s): Rick Bryant, Kirk Anderson (SAP)
Date/Time: Thursday, February 26, 1:00pm - 1:50pm
Room: Van Gogh 1
Title: EPM Value - The Right Audience
Description: Building on the discussion from the ESN Session (EPM Value - The Right Model), our thought
leaders discuss how identifying and deploying to the right audience can boost value delivered from your
EPM solution. Analysts & power users only? Directors and above? Every decision maker? Choose the right
audience and reach them with the right user experience (mobility, BI, Excel, etc) for best results in your
organization.
Presenter(s): David Den Boer
Room: Van Gogh 1
Title: EPM, Mobility & BI Integration Strategy
Description: This session provides an executive persepctive on how EPM, mobility, and business intelligence
technologies should be integrated to deliver maximum impact in your organization.
Presenter(s): Pras Chatterjee (SAP)
Room: Van Gogh 1
Title: How to Achieve Above Average EPM Results
Description: Everyone wants to be above average, right? With your BPC deployment, now you can! Discuss
a scientific and measurable approach to excelling in EPM. Our expert discloses the research we have done
into what it takes to achieve exceptional results from your investment. Explore process changes, cost of
ownership, and user satisfaction tips to achieve sustainable results.
Room: Van Gogh 1

12
AGENDA
EXECUTIVE Track
Title: Build a Business Case for EPM
Description: Chances are when you purchased an EPM solution like BPC, the business case you leveraged
was based on time saved, making your finance operation more automated and efficient. Did you know this
value is only the beginning of dividends you can realize from BPC? Additional sources of value are discussed,
and sample business models are provided to ensure you are not leaving money on the table with your BPC
deployment.
Date/Time: Friday, February 27, 9:00am - 9:50am
Room: Van Gogh 1
Title: Selecting a Service Provider to Fit Your Culture
Description: Theres a clich in technology projects - success from the project is dependent on three
components: the customer (expectations, internal team, resources made available), the technology (strengths/
weaknesses), and the partner. We will discuss in great detail how to get more out of the technology, best
practices for identifying proper scope, and how to build an internal team to get the best results. The final piece
of the puzzle is how to identify the best partner to bring it all together and unlock the value in your organization.
Presenter(s): Steve Sussman, Jami Giovannini
Room: Van Gogh 1
Participate in our
PARTICIPATE NOW!
BPC RESEARCH STUDY!

Research studies and surveys
focused on Enterprise Performance
Management
Two studies currently underway:
- BPC Usage
- BPC Performance
Attend How to Achieve

Above Average EPM
Results Thursday at 4:00pm
to learn the latest results from
our 2014 study!
Visit http://info.column5.com/bpc-benchmarking-survey
13
AGENDA
FUNCTIONAL Track - Wednesday, February 25
Title: Report Writing in BPC 10 Understanding Axes
Description: Understanding the page, row, and column axes in relation to the EPM context in the creation of
multi-dimensional reports.
Room: Degas 1
Title: Column5s Methodology and Approach to Organizational Change Management
Description: Is the Organizational Change Management Approach for SAP Projects just a snappier title
referring to people? Project teams and stakeholders frequently ignore the people side of change focusing on
the technical aspects of the solution. Too often, technical success is equated to project success. Successful
projects are more about people and processes, and ultimately, the overall adoption of the technical solution.
During this session, we will define organizational change management, discuss the value proposition and show
you how you can easily incorporate change management into the overall project implementation methodology.
Presenter(s): Connie Folk
Room: Degas 1
Title: Consolidation Business Rules
Description: Introduction to using BPC Business Rules to perform legal and management consolidations.
Learn the advantages of using Business Rules to perform a variety of common accounting functions including
rolling net income to the balance sheet, rolling forward equity and retained earnings from prior years,
performing full legal consolidations using various consolidation methods, and more. Discuss the required
applications, dimensions, dimension properties, data manager packages, script logic, and rules tables to
employ this powerful functionality.
Room: Degas 1
Title: Tricks in BPC 10 Microsoft Understanding Properties and Hierarchies
Description: Dimensional and reporting considerations with regard to creating and utilizing properties and
hierarchies in BPC 10 Microsoft.
Room: Degas 1

14
AGENDA
FUNCTIONAL Track
Title: Tips & Tricks in BPC 10 Microsoft Leveraging the Web Client in Business Process Flows
Description: Utilizing web client reports and input forms in conjunction with business process flows in BPC 10
Microsoft.
Room: Degas 1
Title: Architecture, Integration and Data Flow between ECC and BPC
Description: In this presentation, we will talk about the architecture of ECC and BPC, showing integration
between ECC and BPC versions 10.0 and 10.1. We will also explore data flow from ERP into BPC and the
differences in BPC 10.0 and BPC 10.1, during data import.
Presenter(s): Vishal Goradia
Room: Degas 1
Title: Report Writing in BPC 10 Formatting
Description: Formatting options in the EPM Add-In, including the format sheet, sheet options, and report
options.
Room: Degas 1
Title: Bottom Up and Top Down
Description: Discover the power of using allocation functionality for both driver-based planning calculations as
well as high-powered allocations.
Room: Degas 1
Title: Design and Impact Considerations for Migrating From 10.0 to 10.1
Description: With the release of SAP BPC 10.1, choosing which is the right model for your organization is an
important decision. In this session we will provide insight into design considerations when choosing between
the Standard and Embedded models, and how those decisions will impact the use of BPC throughout the
organization.
Room: Degas 1

15
AGENDA
FUNCTIONAL Track
Title: Tips & Tricks in BPC 10 NetWeaver Leveraging the Web Client in Business Process Flows
Description: Utilizing web client reports and input forms in conjunction with business process flows in BPC 10
NetWeaver.
Room: Degas 1
Title: Enterprise-Wide Reporting & Analysis with the Combination of SAP Business Planning and
Consolidation and SAPs Business Intelligence Solutions
Description: Learn about strategies to utilize both BPC advanced reporting along with SAP Business
Intelligence focused on Lumira and Predictive Analysis. There are a variety of different users within
organizations that have different reporting needs and different ways that they need to consume information.
This session will focus on meeting the reporting needs of multiple diverse individuals/groups from a reporting
perspective and allowing them to gain insight into their data.
Presenter(s): Ty Jessup
Room: Degas 1
Title: Common Project Challenges and Design Pitfalls
Description: We will share business and design related project challenges, as well as common design pitfalls
and best practice approaches.
Room: Degas 1
Title: Plan and Forecast Better with SAP Predictive Analytics
Description: This session will explore SAPs Predictive Analytics and will demonstrate techniques that can be
used to improve your Planning and Forecasting processes. Predictive Analytics can help uncover trends and
patterns and anticipate business changes. These solutions can be combined with the SAP HANA platform and
the SAP Business Intelligence platform to help drive better business outcomes.
Presenter(s): Ty Jessup
Room: Degas 1

16
AGENDA
FUNCTIONAL Track
Title: Darwin EPM Introduction
Description: CFOs want high value results with low predictable costs. And they want it now! Is that too much
to ask? Maybe not with Darwin EPM built on SAP BPC. Understand the broader strategy to leveraging off the
shelf modules built with best practices. Experience the next evolution in EPM...Darwin EPM!
Presenter(s): Frank Ruff
Room: Degas 1
Title: Rapid Implementation Methodology
Description: There are a plethora of implementation methodologies you might consider for your next project.
Selecting the right implementation methodology is driven by a variety of factors. In this session, we will share
our proven Rapid Implementation Methodology for organizations that would benefit from a highly structured
approach using accelerated starter kits and have the ability to dedicate staff and time to move the project from
startup to Go Live in an accelerated timeline.
Presenter(s): Connie Folk
Room: Van Gogh 2
Title: DarCE
Description: For those who attended the Darwin EPM Intro, they were exposed to DarCE, Darwins powerful
calculation engine. Darwin EPMs technical architect reviews several real world cases where calculation
performance was increased by 50% or more!
Room: Degas 1
FREE HEALTH CHECK!
EXCLUSIVE OFFER!
Up to 4 HOURS of a Tech Services scan of your system!

With purchase of Support Plans (minimum
5 hours/month or 15 hours/quarter).
*Offer valid for bundles listed above only until 6.30.15. Additional
terms and conditions may apply.

17
AGENDA
TECHNICAL Track
Title: EPM10 Reports - Optimizing Usability & Performance
Description: Join this tip-filled session where we will explore the best ways to create EPM10 Reports and
Input Forms. We will examine the structure, features, and settings that will enhance the user experience.
This will include tips to improve format, functionality, and performance. Also, we will examine a few common
challenges that may be encountered, and how to meet the users needs in these cases.
Room: Van Gogh 2
Title: Upgrading 7.5 to 10/10.1 NW to NW, Migrating MS to NW
Description: Though the products appear very similar, there are changes on the client side, and the server
side technology stack has changed significantly. We will discuss moving from 7.5 to 10 on NetWeaver and
moving from Microsoft 7.5 to NetWeaver 10 / 10.1. This sessions discusses effective strategies so you can
prepare for the upgrade or migration with the full knowledge of all you need for success.
Room: Van Gogh 2
Title: Upgrade 7.5 to 10/10.1 MS to MS
Description: This session discusses what technical considerations you need to be aware of when moving up
from BPC v7 MS family to v10 MS. The Technology Stack has changed significantly in what is needed and
support on both the client and server. This sessions discusses effective strategies so you can prepare for the
upgrade or migration with the full knowledge of all you need for success.
Room: Van Gogh 2
Title: Performance Tuning HANA 10.0/10.1
Description: HANA is the most powerful data platform available in the SAP portfolio, however, simply
purchasing HANA does not guarantee the huge gains in performance that SAP highlights. Learn the scenarios
where HANA can make a world of difference, and how it must be configured to ensure success.
Room: Van Gogh 2
Title: Reducing Cost of Ownership
Description: When deployed properly, BPC can have a low cost of ownership profile. Talk with an expert
18
AGENDA
TECHNICAL Track
at making client environments successful to determine how you can get the right people, technology, and
processes in place to establish an internal capability to become independent, and deliver the best results. The
focus is to achieve the most sustainable results at the lowest cost.
Presenter(s): Rick Bryant, Mike Sullivan
Room: Van Gogh 2
Title: Cloud for Planning Technical Architecture
Description: Cloud for Planning is SAPs latest addition to the EPM portfolio. Listen to an expert discuss how
the solution was architected to deliver the latest capabilities to clients.
Presenter(s): Kirk Anderson (SAP)
Room: Van Gogh 2
Title: Cloud Deployment Options for BPC
Description: BPC is well known as SAPs flagship EPM solution deployed most commonly on premise. Did
you know that BPC can also be deployed as a cloud solution? Column5 experts walk you through several
options and a comparative cost model for you to evaluate whether this deployment option makes sense for
your organization.
Date/Time: Thursday, February 26, 10:00am -10:50am
Room: Van Gogh 2
Title: Recommended Information Sources
Description: Supporting BPC can be a challenging task. Get tips from our experts on where they go to get the
most reliable information on BPC and dependent technology.
Room: Van Gogh 2
Title: BPC Production Roundtable Q&A
Description: SAP BPC is a powerful and flexible solution, but there can be pitfalls when certain features are
used in the wrong proportions. Attend this moderated session to air your challenges, share your solutions, and
come away with answers to your nagging questions.
Presenter(s): Charles Dagaev, Mike Sullivan, Frank Ruff, Pras Chatterjee
Room: Van Gogh 2

19
AGENDA
TECHNICAL Track
Title: Disaster Recovery Configuration Tips for BPC for Microsoft & NetWeaver
Description: Our expert shares tips to ensure your BPC solution is safeguarded in the event of failures in your
environment.
Room: Van Gogh 2
Title: Configuring a High Availability/High Scalability Environment for Microsoft & NetWeaver
Description: BPC is a mission critical application, and enterprises are making unprecedented investments
to make BPC highly available and highly scalable. If this is important to your organization, learn tips from our
expert on how to make this a reality.
Room: Van Gogh 2
Title: Integrating BPC with Business Intelligence
Description: BPC & Business Objects are commonly implemented together. Learn about security,
performance, functional, and process considerations to make the most of this integration.
Room: Van Gogh 2
Title: Technical Administrator Training Recommendations
Description: A critical component to success for any solution is assigning the right people to the internal team.
For best results in terms of performance, stability, customer satisfaction, and cost of ownership, hiring the
right individual(s) is of paramount importance. Our expert reveals what the ideal candidates look like, and the
training you can invest in to increase the capabilities of the staff you do have.
Room: Van Gogh 2

20
AGENDA
CUSTOMER SUCCESS STORIES
Title: The Co-operators: A BPC Journey
Description: Hear from The Co-operators, a Canadian insurance company, on their usage and development
of the BPC environment. Jennifer Grimes, Finance Business Systems Consultant, will discuss how they reimplemented the system, upgraded to 7.5 MS, and rebuilt their
applications. This resulted in decreased manual workarounds
and made the system more flexible and stable. They will
explain their successes, and future projects that are planned
with Column5.
Presenter(s): Jennifer Grimes, The Co-operators
Room: Van Gogh 1
Title: How Fluidmaster is Using BPC Microsoft for Global Planning,
Forecasting, and Reporting
Description: For more than 50 years, Fluidmaster has been at the forefront
of the toilet care market by providing innovative yet easy-to-use products
that are of the highest quality, and is the #1 selling brand of toilet repair
products in the world. During this session, learn how Fluidmaster is using
BPC Microsoft to automate their global planning, forecasting, and reporting
requirements. Hear from David Wright, Director, Financial Planning &
Analysis, about their plans to upgrade to version 10.1 Microsoft and deliver tighter integration with their recent
rollout of JD Edwards ERP.
Presenter(s): David Wright, Fluidmaster
Room: Van Gogh 2
Title: How CKE Restaurants is Using BPC Microsoft v 10 for Planning, Forecasting, &
Financial and Sales Reporting
Description: CKE is a leading fast-food operator with about 3,500 eateries across the
country, including Carls Jr. and Hardees Food Systems. During this session, learn how
CKE is using SAP BPC Microsoft to streamline their planning, forecasting, and reporting
requirements, including daily sales reporting across each of their stores. Hear from Robert
Yam, Finance Manager, about CKEs recent upgrade to version 10 Microsoft and migration
of financial reporting from PeopleSoft.
Presenter(s): Robert Yam, CKE Restaurants
Room: Van Gogh 1

21
AGENDA
CUSTOMER SUCCESS STORIES
Title: How ServiceNow is Using BPC10 NetWeaver and HANA for
Planning and Reporting
Description: ServiceNow is changing the way people work. With a
service-orientation toward the activities, tasks and processes that
make up day-to-day work life, we help the modern enterprise transform the delivery and management of
services. ServiceNow provides service management for every department in the enterprise including IT, human
resources, facilities, field service and more. During this session, learn how ServiceNow is leveraging the SAP
BPC version 10.1 solution for NetWeaver and HANA to help automate their planning and reporting processes.
John To, Finance Systems Manager, will explain the benefits of their implementation and future plans for
improvements.
Presenter(s): John To, ServiceNow
Room: Van Gogh 2
Title: Barnes Group - Implementation and Expansion of BPC
Description: Barnes Group, an international industrial and aerospace manufacturer and services provider,
shares their BPC journey from implementation forward. Terri Adams, Financial Systems Manager, and Tia
Ly, Financial Systems Analyst, will explain Barnes Groups usage of BPC, as they lead 160 users on v10
Microsoft. Hear about how they selected BPC, implementation highlights, and opportunities for the future.
Presenter(s): Jennifer Grimes, The Co-operators
Room: Degas 1
Title: EPM Process Improvement Roundtable
Description: Hear from a discussion panel on process improvements
made through creative application of BPC. Moderated by the Column5 team, learn how customers have used
the BPC platform to create tangible value for their organizations.
Presenter(s): Customers & Column5 Moderators
Room: Van Gogh 1

22
SPEAKER BIOS
COLUMN5
David Den Boer, CEO
David Den Boer founded Column5 Consulting in 2005. A dedicated professional
services practitioner and entrepreneur, he has applied his significant technical
delivery experience and broad experience providing solutions across a wide variety
of industries and raising the standards for what success means within EPM. As
a founding principal with the launch of Column5, David sought to extend the focus
of EPM beyond just implementing technology, assembling a team of business
process visionaries and senior product talent with unmatched ability to deliver worldclass EPM solutions. Under Davids leadership, Column5 has evolved beyond its
reputation for technically superior solutions to be an influential global provider of
high-value EPM solutions. The effectiveness of these solutions on behalf of Column5
clients has been validated by double-digit growth each year since inception. His prior
experience includes consulting experience as Director of Services at OutlookSoft
from 2000 to 2005.
David can be contacted at: +1.800.360.7839 x706 or ddenboer@column5.com.
Mike Sullivan, Vice President - Delivery
Mike is a seasoned professional with over 19 years combined experience in
requirements gathering, needs analysis, EPM solution design, EPM solution delivery,
and knowledge transfer related to EPM and Business Intelligence Applications. As VP
of Planning and Consolidation, he oversees Column5s Regional Delivery Managers.
Mike was a former Services Director with OutlookSoft, where he worked from 2000 to
2006. The hallmark of Mikes skill set is the combination of strong business acumen
and deep technical skills which enable the translation of business requirements
into system design and innovative solutions. Mike also has a long-standing history
of successful implementations and satisfied customers across multiple industries
using multiple products over 100 with SAP BPC alone. Mike is a CPA with a strong
background in Accounting and specializes in Consolidations and Driver Based
Planning.
Mike can be contacted at: +1.630.637.0506 or msullivan@column5.com.

23
SPEAKER BIOS
COLUMN5
Steve Sussman, Vice President - Sales & Marketing
Steve Sussmanoversees Column5s global sales, business development and
marketing initiatives. He has over 20 years of experience in the EPM industry,
including time with Hyperion andOutlookSoft/SAP in sales and marketing roles.
Steve delivers a wealth of experience through his educational, consultative approach.
His ability to partner with executives from global organizations plays a vital role
in helping transform their companies. Under Steves direction, Column5s sales
team focuses on educating clients to appreciate sources of value. In this way,
Steves contributions reach beyond sales he has helped many achieve personal
advancement by driving business results from successful EPM initiatives.
Steve can be contacted at: +1.480.779.6933 or ssussman@column5.com.
David Jones, Managing Director - UK & EMEA
David Jones has spent 27 years working in the EPM (Enterprise Performance
Management) space. He is a Chartered Accountant and expert in financial
management and EPM. He works with organisations to design and implement, high
performance, agile and reliable performance management solutions. He has particular
expertise in financial reporting and fast close, integrated planning and forecasting
and EPM transformation business case development. David had a leadership role in
PwCs EPM practice for many years but joined Column5 to focus on delivering EPM
transformation with SAP EPM. He has worked with multiple iconic clients in the UK,
Europe and the Middle East across multiple sectors including pharmaceutical, natural
resources, retail, manufacturing, consumer goods, automotive and financial services.
He has worked with many of the European Close Cycle Ranking leaders to achieve
sustained and effective fast close characteristics. He leads our global EPM research
activities, including the EPMi Close Cycle Rankings and the EPMi Corporate Centre
EPM process benchmark and writes regularly on the topic of best practice EPM.
David can be contacted at: +44 (0) 1223 96 88 55 or djones@column5.com.

24
SPEAKER BIOS
COLUMN5
Charles Dagaev, Global Director - Technical Services
Charles began his SAP BPC career with exposure to the software in 2001 with
OutlookSoft, the original creator of the BPC, and worked at SAP until 2008 when
he came over to Column5. He is certified as both an Application and Technical
Consultant for the software, having performed over 1000 technical implementations
of the BOBJ Analytics software products across every different business vertical
worldwide over the past 13+ years. He currently runsthe Global Technical Services
group at Column5 with a team of SAP Analytics (EPM/EIM/BI/HANA/NW/BW/MS)
resources, all of whom have been the Subject Matter Experts (SME) in the numerous
areas of the aforementioned software including NetWeaver, HANA, and Microsoft
technology stacks.
Charles can be contacted at: +1.800.360.7839 x751 or cdagaev@column5.com.
Ty Jessup, Director of Solutions
Ty has over 28 years of experience working with Enterprise Performance
Management solutions as a customer and a consultant. For the past 12 years, Ty has
focused his efforts primarily on BPC and SAPs EPM Solutions, having worked for
OutlookSoft and Column5.Ty has been at Column5 since 2006 and has contributed
to the successful implementations of some of Column5s largest customers. In
his current role as the Director of Solutions, Ty leads a team that is focused on
supporting sales by helping both new prospects and existing customers see the value
and benefits of the combination of SAPs EPM Solutions and Column5s Consulting
Expertise.
Ty can be contacted at: +1.800.360.7839 x707 or tjessup@column5.com.

25
SPEAKER BIOS
COLUMN5
Jennifer Harlan, Global Director of Training Solutions
Jennifer Harlan directs the EPM Academy, Column5s formal training practice. She
has 20 years of experience in the EPM industry, including 8 years at Hyperion and
4 years at OutlookSoft/SAP. Jennifers skillset combines innovative curriculum
development and engaging training delivery, leveraging best-in-class tools to develop
customer-centric and industry-specific EPM training for consumption via on site
classroom, virtual classroom, and online independent eLearning. She has developed
EPM training programs for all audiences and industries, as well as delivering over
400 dynamic live training sessions.
Jen can be contacted at: +1.800.360.7839 x768 or jharlan@column5.com.
Rick Bryant, Senior Director - Center of Excellence
Rick has over 14 years of support, consulting and sales experience in the Analytics
arena. Rick joined Column5 in June of 2012 to lead our Center of Excellence. The
Center of Excellence acts as a trusted advisor to both customers and internal sales
and delivery teams; engaging in customer insights, potential new client assessments
and recommendation for performance improvement based on best practices.
Rick can be contacted at: +1.800.360.7839 x717 or rbryant@column5.com.
Connie Folk, Global Director - Program Management Office
Connie Folk is the Global Director, Program Management Office (PMO) at Column5
Consulting.Connie has over twenty years experience leading EPM projects and
transforming organizations through the use of quality practices, business process
re-engineering and strategy execution.She has extensive experience in project
management methodologies including SAP ASAP.She is a certified Lean Six Sigma
Black Belt and a certified Organizational Change Management Professional.
Connie can be contacted at: +1.800.360.7839 x775 or cfolk@column5.com.

26
SPEAKER BIOS
COLUMN5
Frank Ruff, Senior Director - Product Development
Frank has been working in the Enterprise Performance Management (EPM) space
for over 15 years. Over these years, he has always kept one foot on the technical
side with the other firmly planted on the functional business user side. Throughout
his time in the EPM sphere, Frank has designed and built systems for the largest
of enterprises, delivering high quality, high performance, EPM solutions. Franks
varied experience has made him well-versed in industries ranging from high tech, to
manufacturing, to retail. Franks combination of strong business acumen and deep
technical skills give him the unique ability to translate complex business requirements
into innovative software solutions. Frank is now overseeing the Darwin initiative within
Column5, where his vast experience is being incorporated into the exciting new
products being offered by Darwin EPM.
Frank can be contacted at: +1.800.360.7839 x739 or fruff@column5.com.
Vishal Goradia, SAP Basis Consultant
Vishal has over 14 years of IT experience, of which 10 years are in SAP System
Administration. He has worked on various SAP products including SAP ERP, SAP
BW, SAP BPC, SAP Solution Manager, and more. He has also worked across
multiple operating systems, such as Windows, IBM iSeries, Linux, HP-UX and IBM
AIX, and Databases SQL Oracle and DB2. Vishal has been a part of 15 BPC
implementations and 9 ERP and BW upgrade projects. Basis activities include,
installing Kernel and software patches, performance tuning, system monitoring,
setting up traces, user creation, security design, system refreshes, client copies,
production support, external access to the system, etc.
Vishal can be contacted at: +1.800.360.7839 x794 or vgoradia@column5.com.

27
SPEAKER BIOS
SAP
Pras Chatterjee, SAP Director Product Marketing, Enterprise Performance
Management (Planning)
Pras Chatterjeeis a Director of Product Marketing for Enterprise Performance
Management specializing in Planning solutions. Prior to joining Product Marketing,
Pras was a Practice Manager for SAP Business Analytics Services in North America
as a leader in the EPM practice. He has also served as a Solution Architect for
SAP Business Planning and Consolidation version for the Microsoft platform and
SAP NetWeaver focusing on Planning and Consolidations around the globe. Pras
is a Certified Management Accountant and has worked with various software firms
in the EPM space as well has had a career in Finance with various Fortune 500
organizations.
Pras can be contacted at: pras.chatterjee@sap.com.
Kirk Anderson, Vice President, SAP EPM Go to Market
Kirk Anderson is a Vice President of EPM Go to Market. Currently his primary areas
of responsibility are SAP Business Planning and Consolidation and SAP Cloud
for Planning. Prior to joining EPM Go to Market/Solution Management, Kirk was
a member of the SAP Platinum Consulting organization, focusing on Corporate
Financial Reporting. Kirk is a Chartered Accountant and prior to joining SAP, worked
in Public Accounting before joining the international audit department of Dart and
Kraft Industries, where he worked extensively throughout Europe and the Asia/Pacific
regions.
Kirk can be contacted at: kirk.anderson@sap.com.

28
SPEAKER BIOS
CUSTOMER SPEAKERS
Jennifer Grimes, BPC Administrator
Jennifer Grimes CPA, CMA has worked at the Co-operators for 11 years. As a
designated Accountant with a technical bend she very quickly developed her love
of Finance Systems. Jennifer has been the BPC Administrator since the inception
of BPC at the Co-operators. In 2013/2014 she successfully lead the Consolidation
rebuild project and is currently leading the Coseco Premium and Claims project.
Jennifer has over 6 years of experience working with BPC.
Jennifer can be contacted at: jennifer_grimes@cooperators.ca.
Robert Yam, Finance Manager, CKE Restaurants

Robert Yam is the Finance Manager at CKE Restaurants, overseeing their BPC
projects. Robert has over ten years of experience in finance and financial planning
roles. He has been with CKE for over five years, and previously held finance and
financial planning positions at Pacific Sunwear and Forever 21.
Robert can be contacted at: ryam@ckr.com.
David Wright, Director of Financial Planning & Analysis, Fluidmaster

David Wright is Director, Financial Planning & Analysis for Fluidmaster. Based in
Orange County, CA, David has over fifteen years of experience in financial planning
with an emphasis on budget process, profitability analysis, forecasting, sales
reporting, and financial system implementations. David has been with Fluidmaster for
almost seven years, and previously held finance positions at AkzoNobel, CB Richard
Ellis, and Mattel.
David can be contacted at: david.wright@fluidmaster.com

29
SPEAKER BIOS
CUSTOMER SPEAKERS
John To, BPC Finance Systems Manager, ServiceNow
John To is the Finance Systems Manager for ServiceNow. Based in Santa Clara, CA,
John is a Financial Technologist. He is an intellectually curious and technologically
adept leader with keen focus on data, efficiency, and process improvement. Johns
specialties include: Accounting, Economics, Financial Forecasting, Logistics
Management, Financial Data, Organizational Development, Visual Basic, Forecasting
Process, and Financial Consolidation.
John can be contacted at: john.to@servicenow.com.
Terri Adams, Financial System Manager, Barnes Group
Terri Adams is the Financial Systems Manager with Barnes Group. With over 20
year of experience in accounting and financial systems, she has had exposure to
many different software solutions. She has been involved with the implementation
of Comshare FDC, SAP BPC, Sage Fixed Assets, JBA, and Concur T&E. Her BPC
team supports about 160 users.
Terri can be contacted at: tadams@bginc.com.
Tia Ly, Financial System Analyst, Barnes Group
Tia Ly works for Barnes Group as a Financial Systems Analyst. She has over 10
years of experience working with financial systems, and has implemented MPC
powered by Infor, Comshare FD, SAP BPC. Tia is the resident expert in BPC and is
a power user.
Tia can be contacted at: tly@bginc.com.

30
NOTES

31
NOTES

32

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Table of Contents

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Dear EPM Leadership Summit Attendee,

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Tuesday, February 24, 2015

BPC Logic (continued)

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Wednesday, February 25, 2015

EPM Leadership Summit

On Wednesday evening, connect with Column5 and

Summit attendees, Column5 experts, and SAP

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Thursday, February 26, 2015

EPM Cloud Options

EPM Value - The Right

EPM, Mobility & BI

How to Achieve Above

Bottom Up and Top Down

How Fluidmaster is Using

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Friday, February 27, 2015

Darwin EPM Introduction

Build a Business Case for

Barnes Group Implementation and

20% off! On-Demand eLearning

v10 Application Administration MS

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BPC RESEARCH STUDY!

Attend How to Achieve

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FREE HEALTH CHECK!

Up to 4 HOURS of a Tech Services scan of your system!

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Robert Yam, Finance Manager, CKE Restaurants

David Wright, Director of Financial Planning & Analysis, Fluidmaster

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